happ_crm_note_add

Заметка к контакту, сделке или лиду (нужен хотя бы один id). Попадёт в ленту активностей и во внешнюю CRM как комментарий. (POST /crm/notes)

SERVERPlatform SOURCE@happ-ai/platform-mcp

Medium RISK CLASS

Category Write

Parameters 61 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/happ-ai-platform-mcp/happ-crm-note-add.md

WHAT IT DOES

What happ_crm_note_add does on Platform

AI agents use happ_crm_note_add to create or update resources in Platform, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Platform environment.

Parameter	Type	Required	Description
`body`	string	Yes
`dealId`	string	—
`leadId`	string	—
`subject`	string	—
`companyId`	string	—	ID компании (можно не указывать, если у пользователя одна компания)
`contactId`	string	—

Parameters from the server's own tool schema.

RISK

Why happ_crm_note_add is rated Medium

An AI agent can call happ_crm_note_add faster than any human can review: one bad instruction and it creates or modifies resources in Platform by the hundred, each call as confident as the last.

Risk signalsAccepts raw HTML/template content (body)

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs happ_crm_note_add safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Platform, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For happ_crm_note_add, this is the rule to start with:

happ_crm_note_add Rate-limited

happ_crm_note_add stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "happ_crm_note_add": {
      "limits": [
        {
          "counter": "happ_crm_note_add_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Platform, apply this rule, and every happ_crm_note_add call is checked against it from then on.

FAQ

Questions about happ_crm_note_add

What does the happ_crm_note_add tool do? +

Заметка к контакту, сделке или лиду (нужен хотя бы один id). Попадёт в ленту активностей и во внешнюю CRM как комментарий. (POST /crm/notes). It is categorised as a Write tool in the Platform MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does happ_crm_note_add accept? +

happ_crm_note_add accepts 6 parameters: body, dealId, leadId, subject, companyId, contactId. Required: body. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on happ_crm_note_add? +

Register the Platform MCP server in PolicyLayer and add a rule for happ_crm_note_add: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Platform. Nothing to install.

What risk level is happ_crm_note_add? +

happ_crm_note_add is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit happ_crm_note_add? +

Yes. Add a rate_limit block to the happ_crm_note_add rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block happ_crm_note_add completely? +

Set action: deny in the PolicyLayer policy for happ_crm_note_add. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides happ_crm_note_add? +

happ_crm_note_add is provided by the Platform MCP server (@happ-ai/platform-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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